Purchases and Sales Made in Q4 2021 in Ishares Ibonds Dec 2023 Term C (IBDO)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2023 Term C (IBDO) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES IBONDS DEC 2023 TERM C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.26K- 15.48% |
$58K - $58.7K
|
12.3K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.27K- 21.22% |
$58.3K - $59K
|
8.44K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.34K- 6.79% |
$60K - $60.7K
|
32.1K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-2.5K- 1.51% |
$64.2K - $64.9K
|
163K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82K- 0.99% |
$72.5K - $73.3K
|
283K
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.93K- 72.88% |
$75.2K - $76.1K
|
1.09K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.98K- 1.18% |
$76.5K - $77.5K
|
251K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.55K- 20.63% |
$91.1K - $92.2K
|
13.7K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
SELL
|
- |
-3.65K- 7.35% |
$93.7K - $94.8K
|
46K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-3.95K- 20.21% |
$101K - $103K
|
15.6K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.13K- 6.79% |
$106K - $107K
|
56.6K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
SELL
|
- |
-4.35K- 4.34% |
$112K - $113K
|
95.9K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.4K- 17.08% |
$113K - $114K
|
21.3K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-4.64K- 18.1% |
$119K - $120K
|
21K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4.67K- 10.38% |
$120K - $121K
|
40.3K
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.23K- 2.66% |
$134K - $136K
|
191K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5.3K- 3.9% |
$136K - $138K
|
130K
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.05K- 2.2% |
$155K - $157K
|
270K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-8.13K- 25.02% |
$209K - $211K
|
24.4K
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-8.48KClosed |
$218K - $220K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-9.76KClosed |
$250K - $253K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.2K- 1.33% |
$261K - $264K
|
757K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-10.4K- 1.93% |
$268K - $271K
|
529K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-13.2K- 32.63% |
$340K - $344K
|
27.3K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-16.7K- 28.02% |
$429K - $435K
|
43K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-17.7KClosed |
$453K - $459K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.4K- 6.87% |
$574K - $581K
|
304K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-28.3KClosed |
$725K - $734K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.4K- 13.76% |
$806K - $815K
|
197K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-35.1K- 20.08% |
$902K - $912K
|
140K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-41.9KClosed |
$1.08M - $1.09M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-44.3K- 44.86% |
$1.14M - $1.15M
|
54.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52.4K- 3.69% |
$1.35M - $1.36M
|
1.37M
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-56K- 5.65% |
$1.44M - $1.45M
|
935K
$0
|
|
|
Dec 19, 2024
Q4 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-57.4K- 55.36% |
$1.47M - $1.49M
|
46.3K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-59.9KClosed |
$1.54M - $1.55M
|
0
$0
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-78.5KClosed |
$2.01M - $2.04M
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-78.9K- 8.76% |
$2.02M - $2.05M
|
821K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-80.1K- 27.56% |
$2.06M - $2.08M
|
211K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-83K- 82.99% |
$2.13M - $2.16M
|
17K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
SELL
|
- |
-439KClosed |
$11.3M - $11.4M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-595K- 7.36% |
$15.3M - $15.5M
|
7.49M
$0
|